Other · DOL Form 5500 · 2022
The Fortune Society Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 319
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $25,570
- Avg per participant Low balance/head
Official DOL plan name: The Fortune Society Tax Sheltered Annuity · Sponsored by The Fortune Society · New York · Healthcare & Social Assistance
$8M in assets, 319 participants
The Fortune Society's The Fortune Society Tax Sheltered Annuity reported $8M in total assets and 319 participants in its 2022 DOL Form 5500 filing, ranking in the 61st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #13,336 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
The Fortune Society Tax Sheltered Annuity covers 319 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $8M.
- #13,336
- in Healthcare & Social Assistance (20,060 peers)
- -12.4%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Fortune Society Tax Sheltered Annuity's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Fortune Society Tax Sheltered Annuity vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,156,689 Top 39% higher than 61% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Fortune Society Tax Sheltered Annuity among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fortune Society Tax Sheltered Annuity sits mid-pack in the medium band (319 participants).
Form 5500 schedule snapshot
Filing strip 132645436 · The Fortune Society PY 2022 · Other
The Fortune Society Tax Sheltered Annuity · $8M · 319 · 61st
- ASSETS $8M
- PCT 319
- EIN 61st
- RANK Other
- PHOTO near Medlink Georgia, Inc. 403(b) Plan
- IND ind #13336
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in New York →
The Fortune Society Tax Sheltered Annuity in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 132645436 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Fortune Society)
Sponsor-wide plan assets over time
All The Fortune Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 38.39849723337496% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 319 | $8M |
| 2023 | 1 | 448 | $11M |
| 2024 | 1 | 514 | $11M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
The Fortune Society Tax Sheltered Annuity's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Medlink Georgia, Inc. 403(b) Plan in GA ($8M); by covered participants it is Meeting Street Schools 403(b) Plan in SC (319 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (319 participants); asset peers above are excluded.
- Meeting Street Schools 403(b) Plan (SC) 319 · 0 off
- California Academy of Sciences Defined Contribution Plan (CA) 319 · 0 off
- The Places for People Inc. Employees Retirement Plan (MO) 319 · 0 off
- Town and Country Retirement Plan (CA) 320 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.